401(k) · DOL Form 5500 · 2022

Academy Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
2,136
Participants Near avg headcount
95th
Percentile by assets National rank
$72,459
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academy Mortgage Corporation Profit Sharing 401(k) Plan · Sponsored by Academy Mortgage Corporation · Utah · Finance & Insurance

$155M in assets, 2,136 participants

Academy Mortgage Corporation's Academy Mortgage Corporation Profit Sharing 401(k) Plan reported $155M in total assets and 2,136 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,449 in Finance & Insurance (9,261 peers)

Coverage in Utah

Academy Mortgage Corporation Profit Sharing 401(k) Plan covers 2,136 participants in Utah, 3.6x the typical Utah plan (state average ~592 per filing). Assets: $155M.

#8,449
in Finance & Insurance (9,261 peers)
-17.0%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Academy Mortgage Corporation Profit Sharing 401(k) Plan's outsized position by total assets

Academy Mortgage Corporation Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$154,771,878 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Academy Mortgage Corporation Profit Sharing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academy Mortgage Corporation Profit Sharing 401(k) Plan lands in the large band (2,136 participants).

Published 5500 schedule card

Filing strip 870456373 · Academy Mortgage Corporation PY 2022 · 401(k)

Academy Mortgage Corporation Profit Sharing 401(k) Plan · $155M · 2,136 · 95th

  • EOY $155M
  • EOY 2,136
  • EOY 95th
  • EOY 401(k)
  • EOY near Holder Construction Group, LLC Profit Sharing and 401(k) Plan
  • EOY ind #8449

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Utah →

Academy Mortgage Corporation Profit Sharing 401(k) Plan in the asset neighbourhood

Primient Salaried Comprehensive Retirement PlanPrimient Salaried Comprehens…$155MContinental Micronesia, Inc. 401(k) Savings PlanContinental Micronesia, Inc.…$155MResideo Technologies, Inc. 401(k) PlanResideo Technologies, Inc. 4…$155MHolder Construction Group, LLC Profit Sharing and 401(k) PlanHolder Construction Group, L…$155MAcademy Mortgage Corporation Profit Sharing 401(k) PlanAcademy Mortgage Corporation…$155M
End-of-year total assets ($M) among Academy Mortgage Corporation Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$155M
Net Income-$32M
Employer EIN870456373
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academy Mortgage Corporation)

Sponsor-wide plan assets over time

All Academy Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $155M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,136 $155M
2023 1 1,593 $161M
2024 1 1,314 N/A

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Academy Mortgage Corporation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -1012345 Total assets ($B) Participants Academy Mortgage Corporation Profit Sharing 401(k) Plan, Total assets ($B): 0.154771878 · Participants: 2136Academy Mortgage Corporation Profit Sharing 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Academy Mortgage Corporation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Academy Mortgage Corporation Profit Sharing 401(k) Plan side-by-side with 3 peers →

Academy Mortgage Corporation Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Holder Construction Group, LLC Profit Sharing and 401(k) Plan in GA ($155M); by covered participants it is Avenue5 Residential, LLC Employee Savings Plan in WA (2,136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Academy Mortgage Corporation Profit Sharing 401(k) Plan assets move in 2022? ▼
Academy Mortgage Corporation Profit Sharing 401(k) Plan declined sharply - down 17.0% during 2022, from $186M to $155M. Reported net income was -$32M.
Where does Academy Mortgage Corporation Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Academy Mortgage Corporation Profit Sharing 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Academy Mortgage Corporation Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holder Construction Group, LLC Profit Sharing and 401(k) Plan in GA ($155M, 1,452 participants).
Which 401(k) plans cover a similar participant headcount to Academy Mortgage Corporation Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avenue5 Residential, LLC Employee Savings Plan in WA (2,136 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870456373.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.